Daily Flows & Insights – Donald Trump Begins Presidency with “Golden Age” Vision

Daily Flows

  • Wednesday marks the final day AMP will offer discretionary rates, including 5.05% for 3 months, 5.10% for 6 months, and 5.05% for 9 months. After this, these rates will no longer be available.
  • The State Bank of India (A-3/BBB-) continues to attract attention with competitive 12-month term deposit rates at 5.25%.
  • There is active two-way flow in the NCD market, with domestic banks offering spreads between +45 and +50 for 3-month terms.

Donald Trump Begins Presidency with “Golden Age” Vision

  • Donald Trump was sworn in as the 47th US president, pledging a “golden age” for America and launching national emergencies on energy and immigration to drive his administration’s agenda.
  • In his inauguration speech, Trump outlined plans to review trade policies, targeting persistent trade deficits and vowing to protect American workers. The absence of immediate new tariffs eased market concerns.
  • Policy shifts in trade and energy could lead to adjustments in global commodity pricing, potentially influencing Australian exports and bond market dynamics.
  • With US financial markets closed for the inauguration, Australian bond markets are expected to remain steady in the short term, as investors await more details on Trump’s policy impacts.
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Curve Team
Jack Pedersen